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Zullo Investment Group’s J.M. Smucker SJM Stock Holding History

Zullo Investment Group’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-473
Closed -$75K – 605
2022
Q4 		$75K Sell
473
-20
-4% -$2.98K 0.05% 228
2022
Q3 		$68K Hold
493
– – 0.04% 232
2022
Q2 		$63K Sell
493
-65
-12% -$8.67K 0.04% 256
2022
Q1 		$76K Sell
558
-107
-16% -$14.6K 0.04% 253
2021
Q4 		$90K Buy
+665
New +$84.8K 0.05% 234

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zullo Investment Group's SJM Position: Q1 2023 in Review

Zullo Investment Group sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 473 shares — an estimated $75K sold.

Zullo Investment Group first reported a position in SJM in Q4 2021 and held it in 5 quarters. The position peaked at $90K in Q4 2021. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Zullo Investment Group reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 473 J.M. Smucker shares in Q1 2023, an estimated $75K.
  • Zullo Investment Group first reported a position in J.M. Smucker in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's J.M. Smucker position peaked at $90K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.